Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Low-Priced Stock K Fund in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AGY HOLDING CORP. AGY RETIREMENT SAVINGS PLAN | AIKEN SC | 530 | $35.9M | $2.1M |
| 2 | BREK MANUFACTURING CO. BREK MANUFACTURING CO. EMPLOYEE SAVINGS PLAN | GARDENA CA | 184 | $17.2M | $823K |
| 3 | CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PL CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS 401(K) PLAN |
WASHINGTON DC |
| 133 |
| $21.0M |
| $211K |
